Financial Planning Consulting Services


Item Number: 101

Time Left: CLOSED

Value: $1,000

Online Close: Nov 11, 2014 6:00 PM MST

Bid History: 1 bid - Item Sold!

Description

At Chapel & Collins, we get to know you, your values and your goals--because they're not so different from our own. We understand that true wealth management is not just about investing money, so before we talk dollars and cents, we talk hopes and dreams.  Together, we'll work to get the most from your wealth, positioning you equally well for life's milestones and surprises. 


Our consulting services include retirement scenario planning, estate planning, comprehensive investment review, risk management assessment, education and tax planning.  


At Chapel & Collins, we put ourseleves in your shoes. 

Special Instructions

Five hours of financial planning consulting services.


 


To redeem, please call 888-755-0505. 

Donated by

Chapel & Collins, LLC